Financial Planning Essentials PDF Download
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| Author | : Warren McKeown |
| Publisher | : John Wiley & Sons |
| Total Pages | : 516 |
| Release | : 2024-10-28 |
| Genre | : Business & Economics |
| ISBN | : 1394286163 |
Download Financial Planning Essentials Book in PDF, ePub and Kindle
The second edition of Financial Planning Essentials delivers concise, contemporary, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime. Encompassing the entire spectrum of client wealth management, from wealth development and protection to early investments, superannuation, and estate planning, this edition equips students with comprehensive knowledge and skills. A key focus is on instilling students with the necessary language and communication tools to deliver meaningful guidance to their future clients. Through a systematic exploration of fundamental concepts and technical competencies, Financial Planning Essentials, 2nd edition primes students for successful and fulfilling careers in financial planning. This text serves as an indispensable guide, fostering both readiness and enthusiasm among aspiring financial planners.
| Author | : Susan M. Tillery |
| Publisher | : John Wiley & Sons |
| Total Pages | : 464 |
| Release | : 2018-09-21 |
| Genre | : Business & Economics |
| ISBN | : 1119421233 |
Download Essentials of Personal Financial Planning Book in PDF, ePub and Kindle
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
| Author | : John E. Grable |
| Publisher | : John Wiley & Sons |
| Total Pages | : 216 |
| Release | : 2017-02-02 |
| Genre | : Business & Economics |
| ISBN | : 1119350778 |
Download Communication Essentials for Financial Planners Book in PDF, ePub and Kindle
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
| Author | : Ernst & Young LLP |
| Publisher | : Wiley |
| Total Pages | : 308 |
| Release | : 1998-12-25 |
| Genre | : Business & Economics |
| ISBN | : 9780471316442 |
Download Ernst & Young's Financial Planning Essentials Book in PDF, ePub and Kindle
Ernst & Young's Financial Planning Essentials makes it easier than ever to take control of your money and start reaching your financial goals today. Drawing on the incomparable experience of Ernst & Young, it's packed with practical tips and strategies to start you on the road to smart financial planning. This short, handy guide covers all the basics, including: * Understanding your current financial situation * Setting your financial goals * Learning to build wealth * Evaluating the different kinds of investments * Protecting your finances against the unexpected * And much, much more . . . Plus, there are plenty of worksheets, charts, real-life examples, and special features, including: * $PLANNERS--quick planning tips for a bright financial future * $BUILDERS--money strategies to help you reach your goals * $SAVERS--ideas that can save you money right away ERNST & YOUNG LLP's personal financial counseling practice tailors financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide as well as a wide array of books on business and money management. Visit the firm's Web site at www.ey.com/pfc.
| Author | : Michael A. Dalton |
| Publisher | : |
| Total Pages | : 776 |
| Release | : 2011 |
| Genre | : Finance, Personal |
| ISBN | : 9781936602032 |
Download Fundamentals of Financial Planning Book in PDF, ePub and Kindle
| Author | : Marshall Weintraub |
| Publisher | : Archway Publishing |
| Total Pages | : 389 |
| Release | : 2019-01-25 |
| Genre | : Business & Economics |
| ISBN | : 148087213X |
Download Financial Planning Basics for Doctors Book in PDF, ePub and Kindle
Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.
| Author | : Susan M. Tillery |
| Publisher | : John Wiley & Sons |
| Total Pages | : 464 |
| Release | : 2018-09-21 |
| Genre | : Business & Economics |
| ISBN | : 1119421233 |
Download Essentials of Personal Financial Planning Book in PDF, ePub and Kindle
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
| Author | : Ernst & Young LLP |
| Publisher | : John Wiley & Sons |
| Total Pages | : 544 |
| Release | : 2004-10-06 |
| Genre | : Business & Economics |
| ISBN | : 9780471697459 |
Download Ernst & Young's Personal Financial Planning Guide Book in PDF, ePub and Kindle
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
| Author | : Kenny Gott, CFP, SPHR |
| Publisher | : Createspace Independent Publishing Platform |
| Total Pages | : 270 |
| Release | : 2017-02-20 |
| Genre | : |
| ISBN | : 9781505877304 |
Download Bottom Line Financial Planning Book in PDF, ePub and Kindle
Some people spend more time planning their next vacation than they spend planning a comfortable financial life. You can do better with BOTTOM LINE FINANCIAL PLANNING! Learn key concepts from experienced professionals--from efficient investing to tax and debt management, from retirement -wish-list- planning to guarding your loved ones from financial hazards, from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Know what you can DIY...and how to assemble your expert team to handle the rest. Scan each chapter's introductory bullet list of -bottom line- planning necessities to see what you're already doing right--and what you may be missing. Concise, clear explanations follow, with helpful tips and stories from seasoned financial professionals focused on helping clients manage risk and fund their good life.
| Author | : Sara Zeff Geber |
| Publisher | : Mango Media Inc. |
| Total Pages | : 212 |
| Release | : 2018-04-15 |
| Genre | : Self-Help |
| ISBN | : 1633537692 |
Download Essential Retirement Planning for Solo Agers Book in PDF, ePub and Kindle
A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.
